Summary
Overview
Work History
Education
Skills
Certification
Languages
Work Availability
Timeline
Hi, I’m

Bhagyashree Patel

Paris
Bhagyashree Patel

Summary

Detail-oriented Finance professional with over 6 years of experience in the Financial domain. Expertise in Financial planning & Analysis, Reporting, Financial control & Accounting.

Overview

9
years of professional experience
1
Certification

Work History

FP&A Analyst
01.2022 - Current

Job overview

  • Produced annual budgets, quarterly forecasts and led headcount planning in collaboration with stakeholders.
  • Increased financial accuracy by reviewing and analyzing budget variances on monthly basis.
  • Coordinated with accounting and FP&A team for monthly close & controlling activities & conducted P&L analysis.
  • Enhanced forecast reliability by developing financial models for vendor spend & OPEX analysis for contracts in excess of $3m.
  • Provided Ad-hoc business analysis and financial modelling using Excel, NetSuite and other analytical tools.
  • Led financial review meetings with business groups and improved business partnering across functions.
  • Coordinated in system implementation across functional areas, such as finance & procurement.

VM & Consultants

Financial Analyst
01.2020 - 12.2021

Job overview

  • Facilitated smooth month-end close processes by efficiently reconciling accounts and addressing discrepancies promptly
  • Ensured financial and accounting records were prepared, maintained & reported in compliance with local GAAP other regulations.
  • Supported executive decision-making by providing data-driven insights on revenue trends and cost drivers
  • Analyzed and prepared monthly management reports, executive packages, and Board presentations.
  • Achieved significant cost savings by identifying financial inefficiencies and implementing improved processes

Valeo

Finance intern
06.2019 - 12.2019

Job overview

  • Coordinated with Management Control team at Business Group level.
  • Assisted managers in MTP, Budgeting, Financial forecasting & Reporting.
  • Contributed to monthly closing & reporting activity for Visibility Business Group.
  • Supported deployment of tools in entity & assisted in ad hoc analysis.
  • Contributed to financial performance understanding using tools like SAP HANA ERP, Excel.
  • Gained working knowledge of accounting principles , practices, standards, laws and regulations, tax computations, design and implementation of process improvements and controls.

HDFC Bank Ltd

Assistant Manager
10.2017 - 08.2018

Job overview

  • Successfully managed investment portfolio of 120 customers of bank.
  • Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies
  • Supervised day-to-day operations to meet performance, and service expectations
  • Successfully delivered banking services by adhering to compliance & controlling rules.
  • Daily updated CRM database & timely updated and maintained customer KYC & FATCA.

Kadam Capital

Finance & Accounts Executive
07.2014 - 09.2017

Job overview

  • Successfully led financial planning & financial consulting for a portfolio of 25 HNI clients and firms.
  • Optimized investment portfolios through careful risk assessment and diversification strategies.
  • Increased financial efficiency by streamlining accounting processes and implementing cost-saving measures
  • Prepared internal and regulatory financial reports, balance sheets and income statements
  • Analyzed business processes to identify cost savings and operational efficiencies

Education

SKEMA Business School
Paris, France.

Master of Science from Corporate Financial Management
12.2019

MGM's Institute of Management
Aurangabad, India

MBA from Finance
06.2016

Cummins College of Engineering
Pune, India

Bachelor of Engineering from Computer Science
05.2014

Skills

  • Financial Reporting
  • Financial Modeling
  • Budgeting & Forecasting
  • Variance analysis
  • Data Analysis
  • Headcount Planning
  • Risk management
  • Auditing
  • Accounting
  • NetSuite
  • SAP ERP
  • MS EXCEL
  • Power BI
  • MS Office
  • Interpersonal skills

Certification

Financial Modeling & Valuation Analyst @CFI

Languages

English
Bilingual or Proficient (C2)
French
Intermediate (B1)
Hindi
Bilingual or Proficient (C2)
Availability
See my work availability
Not Available
Available
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline

FP&A Analyst

01.2022 - Current

Financial Analyst

VM & Consultants
01.2020 - 12.2021

Finance intern

Valeo
06.2019 - 12.2019

Assistant Manager

HDFC Bank Ltd
10.2017 - 08.2018

Finance & Accounts Executive

Kadam Capital
07.2014 - 09.2017

SKEMA Business School

Master of Science from Corporate Financial Management

MGM's Institute of Management

MBA from Finance

Cummins College of Engineering

Bachelor of Engineering from Computer Science

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Bhagyashree Patel